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Client Relationship & Advisor Support Specialist

Barnum Financial Group Tri State, Woodbridge, New Jersey, United States

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A financial service company located in Woodbridge Township, NJ is seeking an Advisor Support Role to manage correspondence and assist in maintaining client relationships. The ideal candidate should be highly organized, detail-oriented, and possess excellent communication skills. Proficiency in Microsoft Office and familiarity with Salesforce are desired. This role supports the Financial Advisor in various initiatives, ensuring smooth operations and outstanding client service. #J-18808-Ljbffr